Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $7,343,187,109 in 24,276 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management7,343MILLION
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
John Jonas (CRD# 4442901) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 22 years of experience in the finance industry.
Joel Josephs (CRD# 2382716) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.
Joseph Karp (CRD# 2731692) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.
Cody Kave (CRD# 6239767) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 10 years of experience in the finance industry.
Vernon Keesey (CRD# 4280445) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Paoli, PA and has over 23 years of experience in the finance industry.
Tory Klinedinst (CRD# 5090560) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Holly Springs, NC and has over 15 years of experience in the finance industry.
Jason Knight (CRD# 3098847) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 25 years of experience in the finance industry.
Jeffrey Kolodjski (CRD# 5613736) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 15 years of experience in the finance industry.
Joseph Koury (CRD# 5980911) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Coral Springs, FL and has over 12 years of experience in the finance industry.
Michael Laatsch (CRD# 5669860) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 14 years of experience in the finance industry.